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LTC Wealth Management
LTC Wealth Management, LLC is a state-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 1...
Overview
LTC Wealth Management, LLC is a state-registered investment adviser with approximately $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
Is LTC Wealth Management a fiduciary?
As a registered investment advisor (RIA) with the SEC or state securities regulator, LTC Wealth Management is held to a fiduciary standard, meaning it must act in its clients' best interests. This duty is codified under the Investment Advisers Act of 1940.
What investment philosophy does LTC Wealth Management follow?
Without disclosed strategy materials, the firm's investment approach is unknown. Many RIAs employ a combination of passive index funds, active management, and alternative assets based on client needs.
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